See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,926 | $99,877+43.1% | $84,966+68.2% | $145,922-2.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.76% | 83.76%-80.0pp | 66.38%-62.6pp | 561.29%-557.5pp |
| Employer contribution / active EE | $33,138 | $3,231+925.5% | $2,727+1115.1% | $4,660+611.2% |
| Participant deferral / active EE | $33,320 | $5,291+529.8% | $4,519+637.3% | $6,688+398.2% |
| Admin fee / account holder | $848 | $7,248-88.3% | $6,149-86.2% | $13,397-93.7% |